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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	Wilmington Trust National Association Wilmington, Delaware	$69.9M	+$567K	21	2.41%	Increased
677	QIM Quest Investment Management Lake Oswego, Oregon	$69.7M	-$17.8M	12	6.85%	Reduced
678	SCA Summit Creek Advisors Minneapolis, Minnesota	$69.7M	+$10M	6	11.65%	Increased
679	PM Pembroke Management Montreal, Quebec, Canada	$69.3M	+$19.8M	2	5.36%	Increased
680	ACM Archon Capital Management Seattle, Washington	$69.2M	+$18.1M	4	23.25%	Increased
681	SFM Stack Financial Management Whitefish, Montana	$69.2M	-$12.5M	2	8.43%	Reduced
682	BC BHR Capital New York	$68.6M	+$8.39M	1	4.72%	Increased
683	GA Greenhaven Associates Purchase, New York	$68.5M	-$3.55M	1	1.3%	Reduced
684	Fuller & Thaler Asset Management San Mateo, California	$68.3M	+$3.95M	24	2.89%	Increased
685	Kennedy Capital Management St Louis, Missouri	$68.2M	+$2.32M	9	1.27%	Increased
686	Meag Munich Ergo Munich, Germany	$67.9M	+$7.76M	5	2.96%	Increased
687	DP Dearborn Partners Chicago, Illinois	$67.5M	+$2.89M	9	6.63%	Increased
688	TP Theleme Partners London, United Kingdom	$67.4M	+$42.4M	1	4.48%	Increased
689	SM Stratton Management King Of Prussia, Pennsylvania	$67.4M	-$1.21M	7	2.8%	Reduced
690	Van Berkom & Associates Montreal, Quebec, Canada	$67.4M	-$1.06M	2	3.68%	Reduced
691	ACR Alpine Capital Research St. Louis, Missouri	$67.1M	+$3.34M	1	10.27%	Increased
692	Banque Pictet & Cie Geneva 73, Switzerland	$66.9M	+$8.55M	13	1.67%	Increased
693	GD Grandfield & Dodd New York	$66.8M	+$463K	10	10.08%	Increased
694	Cooke & Bieler Philadelphia, Pennsylvania	$66.8M	-$2.59M	2	1.52%	Reduced
695	TCP Tourbillon Capital Partners New York	$66.7M	-$1.65M	1	3.85%	Reduced
696	ZDA Zweig-DiMenna Associates New York	$66.3M	+$33.2M	9	3.03%	Increased
697	OA Oak Associates Akron, Ohio	$66.2M	+$703K	12	8.09%	Increased
698	BOK Financial Tulsa, Oklahoma	$65.8M	+$2.25M	23	2.11%	Increased
699	PAR Capital Management Boston, Massachusetts	$64.8M	+$22.5M	2	1.79%	Increased
700	PP Palladium Partners Norfolk, Virginia	$64.3M	+$135K	4	5.72%	Increased